Charity Accounts Intelreading the accounts so you don’t have to

UBS OPTIMUS FOUNDATION UK

Registered charity 1153537 · accounts filings on the Charity Commission register

UBS OF UK is committed to the well-being of children in need around the world and supports initiatives to improve their education, protection and health.

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · The Prevention Or Relief Of Poverty · Environment/conservation/heritage · Other Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£157.0m
Latest spending
£144.3m
Registered
2013
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that unrestricted funds and free reserves totalled £10.09m at 31 December 2024, an increase from £8.23m in the prior year. The Trustees report that the Foundation has adequate resources to continue in operational existence for at least 12 months, relying on continued support from UBS AG to meet liabilities as they fall due.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Related-party transaction: Donations received from UBS UK Donor-Advised Foundation.
“During the year, the Foundation received donations from individuals via the UBS UK Donor-Advised Foundation of £87m (2023: £76.5m).”
Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by Ernst & Young LLP. Discloses 4 of 6 completeness components.

Corporate structure

Leadership, per the charity’s website

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

Official officers record.

Structured financials (annual return, FY ending 31/12/2024)

Total income
£157.0m
Total spending
£144.3m
Reserves (reported)
£10.1m
Employees
0

Reported reserves equal ~0.8 months of spending — in the bottom quarter for charities its size (median 2.7 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (99% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (2.9%) (benchmarks).

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Bangladesh · Botswana · Brazil · Cambodia · Cameroon · China · Colombia · Ethiopia · Germany · Ghana · Hong Kong · India

Income and spending

Financial year endIncomeSpending
31/12/2024£157.0m£144.3m
31/12/2023£148.3m£148.6m
31/12/2022£90.9m£60.1m
31/12/2021£30.6m£29.7m
31/12/2020£26.6m£25.8m

Common questions

Is UBS OPTIMUS FOUNDATION UK financially healthy?

Per its FY2024 accounts: The accounts state that unrestricted funds and free reserves totalled £10.09m at 31 December 2024, an increase from £8.23m in the prior year. The Trustees report that the Foundation has adequate resources to continue in operational existence for at least 12 months, relying on continued support from UBS AG to meet liabilities as they fall due. Its FY2024 accounts were audited by Ernst & Young LLP.

Who funds UBS OPTIMUS FOUNDATION UK?

Funders whose own accounts filings name UBS OPTIMUS FOUNDATION UK as a grant recipient include NPT Transatlantic Limited, AVRA FOUNDATION, THE EIGHTY EIGHT FOUNDATION, This Day Foundation, THE O'SULLIVAN FAMILY CHARITABLE TRUST.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
NPT Transatlantic LimitedFY2022£3.6m
AVRA FOUNDATIONFY2023£1.8m
AVRA FOUNDATIONFY2025£985k
AVRA FOUNDATIONFY2024£965kGrant funding of activities
THE EIGHTY EIGHT FOUNDATIONFY2025£523k
This Day FoundationFY2025£413k
AVRA FOUNDATIONFY2022£355k
THE O'SULLIVAN FAMILY CHARITABLE TRUSTFY2025£336k
THE EIGHTY EIGHT FOUNDATIONFY2025£247k
THE O'SULLIVAN FAMILY CHARITABLE TRUSTFY2024£198k
THE EIGHTY EIGHT FOUNDATIONFY2025£153k
THE EIGHTY EIGHT FOUNDATIONFY2024£140kStated amount
THE EIGHTY EIGHT FOUNDATIONFY2024£0Stated amount (0)
THE EIGHTY EIGHT FOUNDATIONFY2024£0Stated amount (0)

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
National Philanthropic Trust UK Limited1£14.8m
THE REISNER CHARITABLE FOUNDATION LTD1£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with UBS UK Donor-Advised Foundation.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
UBS OPTIMUS FOUNDATION UK£157.0m—0unclear—no doubt
UBS UK Donor-Advised Foundation FY2024£181.2m—0below—no doubt
UKH FOUNDATION FY2024£119k—0unclear—no doubt
UNIVERSITY OF ILLINOIS FOUNDATION UK LIMITED FY2025£118k—0unclear—no doubt
SOCIETE GENERALE UK FOUNDATION FY2024£1.1m—0above—no doubt
THE USBORNE FOUNDATION FY2024£2.4m—0above—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.